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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide

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Contents

Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom, Inc Contents Use Advanced Features Administrative Tasks Change Your Office Hours Change Timeouts About This Guide Who Should Read this Guide?Conventions Used in this Guide Terms and Writing Conventions Information Elements Icons Used in this Guide Typographic Conventions Bold Get Help and Support Resources About the Polycom CX5500 Unified Conference Station Get StartedUse the CX5500 System with Microsoft Lync Client Use the CX5500 System as a Conference Phone How the CX5500 system works during conference calls Understand the CX5500 System Hardware Polycom CX5500 system Microphone Indicator Lights Understand the Indicator LightsActive video indicator lights Basic Video Transmit Connect the CX5500 System to a ComputerHD Transmit Access the Web Configuration Utility To access the Web Configuration Utility for your phoneWeb Info Information on using the Web Configuration Utility Sign in to the CX5500 System with Lync User Tip Using strong passwords Troubleshooting I can’t sign-in using my login credentialsBest Practices for Effective Camera Tracking Place a Video Call Use the CX5500 System with Microsoft LyncAnswer a Video Call Adjust Audio and Video Hang Up a Call Use the CX5500 System as a Conference Phone To switch among viewsNavigate Phone Views Home View Troubleshooting Why can’t I access a certain view?Home view Additional home icons Lines and favorites from Home view Lines View To display Lines view Active Call View To display all your callsTo view Active Call view Active and held calls in Lines view To display Calls view Calls ViewDark green Active call Phone icons and status indicators Understand Phone Icons and Status IndicatorsStatus bar in Home and other views Navigate Your Phone’s Interface Navigating your phone interface To change how numbers and text are formatted Enter Data and Update FieldsTo enter a URL or telephone number in the Contact field Use the Onscreen Keyboard To use the onscreen keyboard Using the onscreen keyboard to enter information Clean the Touchscreen To clean the touchscreenManage Calls on Your Phone Place and End Calls User Tip Choosing URLs or numbers mode from the dialer Call from the DialerTo display the dialer To place a call from the Dialer To call from the Recent Calls list To call from your Favorites listTo call from your Directory Timesaver Automatically dialing favorites Manage Active Calls Redial NumbersEnd Calls Hold a Call Transfer Calls To resume a held callTo transfer a call To perform a blind transfer Manage Incoming Calls Answer Incoming CallsTo answer an incoming call To answer an incoming call from Home or Calls view Answer Additional Calls To answer another incoming callTo answer another incoming call from Home view Incoming Call window Answer Calls on a Shared Line Answer Calls Automatically Redirect Calls Ignore Incoming CallsReject Incoming Calls Forward Incoming Calls Forward Calls to a Contact To forward all calls a contact To disable call forwarding Call-forwarding enabled icon in Lines viewReject Calls from a Contact Divert Calls from a Contact Enable Do Not Disturb Tap Auto Divert, and tap Enabled Enable Do Not Disturb on Multiple Lines To enable and disable Do Not DisturbTo enable or disable Do Not Disturb for a particular line From the Do Not Disturb screen, tap Enable or Disable Calls on two lines in Lines view Manage Multiple CallsCalls on separate lines in Calls view Dial in to Conference Calls Manage Conference CallsTo dial in to a conference call User Tip Best practices for conference calls To initiate a conference call using the Confrnc soft key Initiate Conference CallsHold and Resume Conference Calls Tap Confrnc Split Conference Calls into Two Held Calls End Conference CallsManage Conference Call Participants Timesaver How to manage a participant without tapping manage To manage a participant in a conference call Manage Contacts and Directories Use Your Contact DirectoryTo view your Contact Directory from Home view Contact Directory To view contact information To search for a contactTo dial a contact To add a contact To update a contact’s information To delete a contact Manage Favorites Add Contacts from Recent Calls listTo add recent callers to your Contact Directory To make a contact a favorite Favorites in Lines view Favorites listFavorites in Home view Work with a Corporate Directory To perform a quick search of the Corporate Directory To perform an advanced search Tap AdvFindTo dial a Corporate Directory contact To add a contact to your Contact Directory To remove message indicators temporarily Listen to VoicemailTo listen to voicemail messages Tap Message Center View Recent Calls Timesaver Quickly access the Recent Calls listTo view your Recent Calls list Control Audio and Volume To manage a call recordTo customize the list To remove certain calls from the list Change the Speaker and Ringer Volume Update the Incoming Call RingtoneUpdate a Contact’s Ringtone Edit Contact screen, tap Ring Type Work with Shared Lines Mute the Microphone Icons and status indicators for shared lines Update Your Status Use Advanced FeaturesUse the Contact List To update your presence setting Manage Your Contact List To view your Contact List View Lync Contacts’ Presence StatusLync Status and Presence Icons To view your contacts in Lines view To view contacts in Home view Broadcast Messages Using Group Paging Group Paging ModeIntegrate with Microsoft Lync Server Send and Receive Pages Receive Pages To send a Adjust the Volume of Pages Change the Default Paging Group Update Paging Group Subscriptions Enable Pages to Play during Active CallsTo hear the page when Accept While Busy is disabled Use the Calendar Open and Close the Calendar Troubleshooting Why doesn’t the calendar display anymore?To open the calendar Troubleshooting Why doesn’t the calendar display? Navigate Month ViewNavigate Day View To close the Calendar To navigate in Day view Navigate Meeting ViewTo see Meeting view Work with Meeting Reminders Troubleshooting Why don’t my meeting reminders display?To navigate in Meeting view Join Meetings from the Calendar To join a meeting from a meeting reminderTo use another number to join the meeting from a reminder To join a meeting from Meeting view Log in to a Phone Log In and Out of a Phone Change Your Password Place Calls from Phones That Are in the Logged-Out State Change Your User Password From the Advanced screen, tap Change User PasswordLock the Phone Lock and Unlock Your Phone Access Features with Your Login Credentials Call and Answer from a Locked PhoneTo unlock your phone Tap Unlock To call an authorized number from a locked phone Customize the Phone’s Display Troubleshooting What happens if I can’t access features?Change the Language on Your Phone Change the Time and Date Display Change the Backlight Change the Background Picture From the Backlight Intensity screen, tap Maximum Intensity Use Power-Saving Mode Web Info Adding a web page as the background on your phone User Tip Determining which idle timeout applies Change TimeoutsChange Your Office Hours Polycom, Inc Investigate Phone Warnings Administrative TasksRestart the Phone Update Phone Configuration Test Phone Hardware Test the Speaker, Microphones, and Camera Troubleshoot IssuesDownload Logs Get Help Polycom and Partner Resources Polycom Community Copyright, Safety, and Regulatory Notices Service AgreementsPolycom Limited Warranty and Limitation Liability Governing Law Warranty Exclusive Safety, Compliance, and Disposal InformationExclusions Part 15 FCC Rules Class B Digital Device or Peripheral Plug Acts as Disconnect DeviceIndustry Canada IC Europe Singapore Class B Statements

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